In an effort to maintain exceptional standards in compliance with regards to the Foreign Account Tax Compliance Act (FATCA), CWT has updated its Investment account application:
- Applicants completing the form are also required to complete a FATCA Entity Self-Certification form
- This form only applies to a partnership or company account application and must be included with the Investment account application form
The FATCA Entity Self-Certification form, CWT Investment account application form and how to complete guide have been updated on CWeb and on cwt.ca/forms. Please only use the updated version of the form.
For questions about CWT accounts, please contact our Client Service Team at 1.800.663.1124 or email [email protected].
Canadian Western Trust